California Estate Planning Blog

How Can I Share My Life Story?

When we hit a major milestone in life or a challenging bump in the road, it may occur to us that what we have learned along the way is worth sharing, either with our loved ones or maybe even with the public at large. In some ways social media has put a negative tone on self-publishing, because of some people’s tendency to “over share”. But in the era of constant digital communication, do...

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Four Ways Your Estate Plan Can Protect Your Child

Many people’s primary estate planning goal is to protect and provide for their children. Proper estate planning will provide many opportunities to offer your children financial security, but not all strategies are created equal. Consider the four guideposts below when creating a kid-conscious estate plan. How can my estate plan protect my child? Avoid outright distributions to minors. An...

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Am I Ready for Estate Planning?

Like many of the most important steps we take for our physical health, estate planning is a kind of preventative medicine. It’s something you don’t have to do today, but you know that doing it will likely help you or your family avoid problems down the road. Having a clear picture of what estate planning entails may help you make it a priority, sooner rather than later. Am I too young fo...

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Dog Friendly Beaches: Orange County Edition

Many California dogs love the sand and the surf. Now that the busy summer season is coming to an end and kids are back at school, it’s a great time to take your dog to the beach. Where are the dog-friendly beaches in Orange County? Laguna Beach is very dog friendly: during the off -season (September 10 -June 15), dogs are allowed on the beach all day long. In the summer, they are allowed...

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Do I Have to Be Rich to Make a Pet Trust?

In the past, Pet Trusts were thought to be exclusively for the pampered pooches of the extremely wealthy. In some ways, Pet Trusts were made famous by the estate of Leona Helmsley, a billionaire whose trust left $12 million to her pup, Trouble. But now that they are recognized in all 50 states, Pet Trusts have become a mainstream part of modern estate planning and a wonderful tool for th...

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